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 You’ve got money coming in and big goals ahead.
But your books feel a little messy, reactive, and leave you wondering if you’re truly growing—or just working harder.

That’s where I come in.

Each month, I keep your books clean, current, and aligned with what’s actually happening in your business. I handle the details behind the scenes so you can make decisions with confidence, not guesswork.

 
-Accurate categorization of income and expenses-
-Monthly bank and credit card reconciliations
-Clean, up-to-date financial reports
-CPA-ready books (no scrambling at tax time)
-Ongoing insight into trends, cash flow, and changes in your numbers

You’ll get financial insight that keeps up with how fast you’re growing—not just once a year, but all year long.

Because when you know exactly where you stand, the next move isn’t stressful… it’s obvious.

Monthly Bookkeeping Services

What I take care of:

CALL TODAY FOR A FREE CONSULTATION 682.307.7228 💸 CALL TODAY FOR A FREE CONSULTATION 682.307.7228 💸 CALL TODAY FOR A FREE CONSULTATION 682.307.7228 💸 CALL TODAY FOR A FREE CONSULTATION 682.307.7228 💸

If you want to stay compliant, understand your numbers, and stop stressing about whether things are being done correctly, this is the package for you!

  • Monthly Transaction Categorization
  • Bank and Credit Card Reconciliations
  • Monthly Profit & Loss and Balance sheet
  • Clean, CPA Ready Books
  • Unlimited Bookkeeping Related Email Support  
Freelancers, creatives, and small businesses with straightforward finances

Best For :

IF your business is gaining momentum and you’re making bigger decisions, This is the package for you. You want your numbers to follow your footsteps - Not fall behind them.

  • Monthly Transaction Categorization
  • Bank and Credit Card Reconciliations
  • Contracter payment tracking
  • Monthly Profit & Loss and Balance sheet
  • Clean, CPA Ready Books
  • Unlimited Bookkeeping and report clarification Related Email Support
  • Monthly Transaction Categorization
  • Bank and Credit Card Reconciliations
  • Contracter payment tracking
  • Monthly Profit & Loss and Balance sheet
  • Clean, CPA Ready Books
  • Unlimited Bookkeeping and report clarification Related Email Support
Service-Based businesses with growing revenue, contractors, and/or multiple accounts

Best For :

If you want proactive insight, stronger systems, and financial carity that keeps up with your growth then look no further. Lets make your business dreams a reality!

  • Monthly Transaction Categorization
  • Bank and Credit Card Reconciliations
  • Contracter payment tracking
  • A scheduled 15 minute zoom/phone call to go over monthly finanes as well as any questions you may have.
  • Fully unlimited Email Support
  • Priority client and faster turn around time. 
  • Monthly Transaction Categorization
  • Bank and Credit Card Reconciliations
  • Contracter payment tracking
  • A scheduled 15 minute zoom/phone call to go over monthly finanes as well as any questions you may have.
  • Fully unlimited Email Support
  • Priority client and faster turn around time. 
Multi-six-figure businesses, small teams, or companies preparing to scale

Best For :

ADD-ON

  • CLEAN-UP BOOKKEEPING
  • CATCH-UP BOOKKEEPING
  • PAYROLL SET-UP
  • PAYROLL PROCESSING
  • A/R & A/P PROCESSING
  • 1099 PREPARATION & FILING
  • NEW HIRE ONBOARDING
  • SALES TAX SET-UP
  • SALES TAX FILINGS
  • QUICKBOOKS ONLINE SET-UP
  • CATCH-UP BOOKKEEPING
  • CLEAN-UP BOOKKEEPING
  • A/R & A/P PROCESSING
  • PAYROLL SET-UP
  • PAYROLL PROCESSING
  • 1099 PREPARATION & FILING
  • NEW HIRE ONBOARDING
  • QUICKBOOKS ONLINE SET UP
  • SALES TAX SET-UP
  • SALES TAX FILING

Clarity for your numbers, Confidence in your next move ✨ Clarity for your numbers, Confidence in your next move ✨ Clarity for your numbers, Confidence in your next move ✨ Clarity for your numbers, Confidence in your next move ✨

SERVICES